PHILOSOPHY
YOU’RE PROBABLY THINKING,
“I’ve been disappointed plenty of times by wealth management companies; what makes these guys so different?”
The difference is, we care about you, not just your investments. The difference is our experience and independence dictates our client policies, not compliance people in some East Coast home office. No red tape. You need something, and we are here for you. We understand you’re tired of the stodgy wealth management companies that promise the world with their comprehensive, tax-sensitive mumbo jumbo and their small-cap large-cap blah blah blahs. So are we.
You know and we know, the traditional brokers at big banks and supermarket investment companies really don’t care about your investments. What exactly are they doing with your money? Adding to their revenue sharing arrangements, paying for their lavish company trips, and buying fancy cigars and three-piece suits? That’s the way things used to be done; times have changed. We’re not one of the big guys. It’s our job to be proactive – after all, it’s your money. We’re nimble with our investment management in a way that big firms and banks just can’t compete with. At Up Capital Management, there’s no red-tape nonsense that requires most advisors to “stay the course” with your account, knowing that you may experience significant account swings.
ONE OF OUR PRIMARY GOALS IS TO DEVELOP A LONG-TERM, TRUSTING RELATIONSHIP WITH YOU.
Our Investment Policy is written that our growth models will pursue investment opportunities and reduce risk when risk appears greater than reward. The objective is to avoid as much as possible significant account swings and volatility. It sounds obvious, reduce risk when it appears greater than reward, but the elephant in the room is supermarket investment firms are greatly limited on their pro-activeness. They are either hamstrung by procedures or long-standing company policies that prevent them from selling stocks and going to cash in shaky markets – even if they believe investor accounts are at risk.
“Riding out” the market when you believe the risk is too great simply makes no sense. If someone were breaking into your house you would do something and not listen to a broker’s advice to “wait and maybe everything will be fine.” You would act now and defend your property!
“Riding out” the market when you believe the risk is too great simply makes no sense.”
We monitor market conditions and write about our observations every week. For the past 25 years, we have navigated through severe market see the risk becoming greater than the reward as we did in 2002, 2008, 2020, you’ll hear from us immediately – that’s our promise. And if you call us first, we’ll call you back the same day. And you’ll never have to worry who will be calling you; you’ve got direct access to all our team including Anton Bayer, CEO, and Nyle Bayer, VP.
At Up Capital Management, you’re more than just a number with a bank account. Ask our clients, it’s how we built our company and reputation. You and your family are special, and you’ve got big plans. We’re here to help you focus on those plans. The quality of life means worrying about whether you should stay in Hawaii for three weeks instead of two, not second-guessing how your retirement savings are being managed.
READY TO CONTACT US?
Check the background of your financial professional on FINRA's BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
The information on this website is the opinion of Up Capital Management and does not constitute investment advice or an offer to invest or to provide management services. Before purchasing any investment, a prospective investor should consult with its own investment, accounting, legal, and tax advisers to evaluate independently the risks, consequences, and suitability of any investment.
Copyright 2024 | Privacy Policy | Terms & Conditions